Blogs

June 17, 2021

Second wave to impact Jubilant Food’s performance but long term fundamentals are excellent

Jubilant Foodworks, the India franchisee for Dominos Pizza, is a perfect play on changing consumption pattern and rising spends by millennials on restaurants, order in and […]
June 8, 2021

V-Mart to regain its rhythm post lockdowns, competitive position has improved

V-Mart is a very successful retail company focused on apparels and accessories. In recent times growth has come from geographical expansion into Tier II and Tier […]
June 8, 2021

Kaveri Seeds gradually scaling up its non-cotton seed portfolio to de-risk the business; attractive valuations and high return ratios

Kaveri Seeds is a leading seed company with major share (~42%) of revenues from cotton seeds that too in the Southern market. Growth strategy going forward […]
June 8, 2021

Gujarat Gas is the best play on rising gas usage for energy in industry and transportation based on the geographies it services

Gujarat Gas Limited (GGL), is India’s largest City Gas Distribution player with its presence spread across 23 Districts in the State of Gujarat, Union Territory of […]
June 8, 2021

Action Construction is in a sweet spot with decent pick up in construction activity post Covid pandemic

Action Construction is a leading material handling and construction equipment manufacturer with a 65 % market share in the cranes segment. Increased infra spend determines demand […]
June 8, 2021

Strong performance at Motherson Sumi improves sentiment; good earnings visibility but predominant revenues from mature markets may slow revenues once pent up demand dissipates

Motherson Sumi’s global manufacturing strategy coupled with quick turnaround of ailing companies acquired has created significant value and scale. Post pandemic need for personal transportation has […]
June 8, 2021

Solid performance at Muthoot Finance during very challenging times gives confidence about the long term sustainability and potential of the business model

Muthoot Finance in India’s largest gold loan company. Low tenure, small ticket size and adequate collateral makes gold loans a relatively safe product. Distribution network, quick […]
June 8, 2021

Despite restrictions on gatherings and restaurants and bars, volumes are decent; post lockdown performance poised to improve significantly at Radico Khaitan

Radico Khaitan is among the oldest and one of the largest manufacturers of Indian Made Foreign Liquor (IMFL) in India with impressive mid market brands which […]
June 8, 2021

Dominant position in the steel pipes segment at a time when economic cycle is set to improve post Covid, puts APL Apollo in a very sweet spot

APL Apollo is India’s largest producer of electric resistance welded (ERW) steel pipes with 50% market share. Over the years, through organic and inorganic initiatives, the […]
June 8, 2021

GSFC firing on all cylinders due to rising end product prices and favorable government policies

Gujarat State Fertilizers & Chemicals (GSFC) Ltd is engaged in the manufacturing of fertilizers and industrial products, the important one being caprolactam, melamine & nylon6. Its […]